MFC Salaried Financial Advisor (Talent Pool)

Old Mutual South Africa; Stanger / KwaDukuza; On-site; ZAR 250 000 - 300 000; Full time

Job summary

A leading insurance company is seeking a motivated sales professional based in KwaZulu-Natal. You will provide product advice and develop customer relationships, needing a Matric certificate, a valid driver's license, and at least 3 years of sales experience. Excellent communication skills and computer literacy are pivotal for success in this role. The position offers a chance to achieve results through your efforts and contribute positively to customer service.

Qualifications

• Grade 12 (Matric).
• Valid Driver’s license and own car.
• FAIS Compliance.
• Clear criminal and credit check.
• Minimum of 3 years working experience (preferably in sales).
• Excellent communication skills (written and verbal).

Responsibilities

• Provide advice on a range of products to an allocated market.
• Develop and implement a relationship management plan.
• Analyze specific problems to find the best solutions.
• Monitor and assess sales and market data.
• Develop a personal network within the business sector.

Skills

Building Trust

Customer Service

Identifying Sales Opportunities

Sales Data Management

Consultative Selling

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Tools

MS Word

PowerPoint

Outlook

Job description

Overview

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Responsibilities

• Provide advice on a specific range of products to a specific allocated market and be individually accountable for achieving results through your own efforts.
• Customer Service: Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
• Solutions Analysis: Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
• Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• CRM Data: Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and ensure quality data for customer retention and business development activities.
• Customer Needs Clarification: Set clear objectives for each sales call or meeting; tailor materials for decision-makers and influencers; ask relevant questions to gather information and assess interest.
• Customer Relationship Development / Prospecting: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers and enable effective information flow and issue resolution.
• Operational Compliance: Develop knowledge of organizational policies and regulatory codes to ensure work adheres to standards; obtain supervisor authorization for any exceptions from mandatory procedure.
• Business Development: Monitor and assess sales and market data for a specific geographic region to identify areas for market development.
• Sales Opportunities Creation: Develop a personal network within the business sector and represent the organization at sector events; obtain market intelligence and enhance visibility of products and services.
• Data Exploration: Conduct research and select relevant information to analyze key themes and trends using primary data sources and business intelligence tools.
• Network of Influence: Demonstrate understanding of networking value by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Qualifications

• Grade 12 (Matric).
• Valid Driver’s license and own car.
• FAIS Compliance.
• Clear criminal and credit check.
• Minimum of 3 years working experience (preferably in sales).
• Computer literacy (MS Word, PowerPoint and Outlook).
• Excellent communication skills (written and verbal).
• Presentations skills are an added advantage.

Skills

Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships.

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent.

Closing Date

30 December 2025, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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